Kozak & Associates’s Broadridge BR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-26
| Closed | -$6.17K | – | 416 |
|
|
2025
Q1 | $6.17K | Buy |
+26
| New | +$6.17K | ﹤0.01% | 266 |
|
|
2022
Q2 | – | Sell |
-237
| Closed | -$35K | – | 373 |
|
|
2022
Q1 | $35K | Hold |
237
| – | – | 0.02% | 177 |
|
|
2021
Q4 | $35K | Hold |
237
| – | – | 0.02% | 177 |
|
|
2021
Q3 | $42K | Buy |
+237
| New | +$42K | 0.02% | 173 |
|